+611.0%
VRT vs GH
+379.5%
+231.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.1% | +4.3% |
| 7D | +9.1% | -0.1% | +9.2% | +9.1% |
| 30D | +0.9% | -1.1% | +2.0% | +1.0% |
| 3M | -13.4% | +21.3% | -34.7% | -17.1% |
| 6M | +11.7% | +73.5% | -61.8% | -1.3% |
| YTD | +73.2% | +58.0% | +15.2% | +55.6% |
| 1Y | +123.4% | +163.1% | -39.6% | +78.2% |
| All | +611.0% | +379.5% | +231.4% | +404.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded GH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling